Adrian Cox Asset Management

Independent Financial Adviser  North Barn, New moat, Pembrokeshire, SA63 4RE
FCA authorised
Last authorised 30th March 2020
Chartered and Certified Financial Planner and Independent Financial Adviser, specialising in investment management, pre & post retirement planning, and tax planning.
We can advise you on
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Offshore investments
Unit trusts
Savings for children
Taxation planning
Meet our advisers
Adrian Cox APFS
About us

As the first "Chartered" and "Certified" Financial Planner in Pembrokeshire, and with over 20 years experience, we work to build long term and rewarding relationships with our clients. We implement a comprehensive financial planning procedure and maximise opportunities to mitigate tax on income, capital gains and inheritance. We have the experience, dedication and expertise to deliver a truly unique wealth management proposition, with special interest in investment portfolio management, and pre/post retirement planning.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
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    Online (Live chat, video, email)
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    Face to face

North Barn, Forehill Farm, New Moat, Haverfordwest, Pembrokeshire, SA63 4RE

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